Idea Details

 

228(e) Notices

Last activity 01-25-2024 16:35
Carley Peterson's profile image
By: Carley Peterson
09-26-2022 08:34

It would be helpful to have the ability to send 228(e) notices to stockholders within Carta since all the investor information is in the system already.


Comments

Official Response
01-25-2024 16:35

Hey everyone! I'm a PM here at Carta and wanted to share a recent tool we just released: the Communications Center. From it you can send all sort of communications to stakeholders, and even add people that aren't on your cap table yet. You can filter your recipient list to find the right people, and they will all receive docs safely.

Here is a step by step on how to do it: https://support.carta.com/s/article/communication-center#how

Would love to hear your feedback, seems like a great fit to send 228(e) notices

09-25-2023 14:22

@Daniel Frea Not in production at this point. The idea has been reviewed by our Product team and is in their backlog. 

09-22-2023 09:20

Hi! Has this feature been added to Carta yet? Agreed, would be very helpful. 

09-27-2022 08:53

Thanks, Carley! I've passed this along to our Product team as well.